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EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

EVM was delisted on the 24th of October, 2025.

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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$211K +$45.3K +4,000 +27%
MIG
27
Mariner Investment Group
New York
$203K -$698K -61,620 -77%
ACM
28
Alethea Capital Management
Washington
$154K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$153K -$6.94K -613 -4%
ACI
30
Alpha Cubed Investments
California
$147K – – –
FAAS
31
First Allied Advisory Services
California
$147K – – –
First Trust Advisors
32
First Trust Advisors
Illinois
$131K -$90.9K -8,025 -41%
WANY
33
Wealthspire Advisors (New York)
New York
$129K +$129K +11,355 New
EW
34
Evoke Wealth
California
$116K +$116K +10,229 New
NFG
35
Next Financial Group
Texas
$72K – – –
RIA
36
Realta Investment Advisors
Delaware
$72K +$72.3K +6,386 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$64K -$39.7K -3,505 -38%
Citigroup
38
Citigroup
New York
$63K +$4.57K +404 +8%
RFA
39
Reilly Financial Advisors
California
$60K – – –
AG
40
Advisor Group
Arizona
$26K -$49.8K -4,400 -66%
SPIA
41
Steward Partners Investment Advisory
New York
$26K – – –
LC
42
Lindbrook Capital
California
$8K -$25.5K -2,250 -75%
PAM
43
Panagora Asset Management
Massachusetts
$8K +$7.68K +678 New
FCB
44
First Command Bank
Texas
$7K +$7.16K +632 New
FCFS
45
First Command Financial Services
Texas
$7K +$7.16K +632 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$6K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1K – – –
WAM
48
Wolverine Asset Management
Illinois
– -$1.7M -153,926 Closed
Geode Capital Management
49
Geode Capital Management
Massachusetts
– -$470K -42,695 Closed
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
– -$333K -30,183 Closed
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